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from24/7 Wall St.
3 days ago

Should Arm's AGI Chip Have NVIDIA Investors in a Panic?

Arm Holdings is poised to make a big splash in the chip game, perhaps a bigger one than initially expected, with $15 billion in annual revenue from the new chip currently being projected through 2031.
Artificial intelligence
#semiconductors
fromFast Company
1 week ago
Tech industry

ARM stock price surges today after chip designer announces biggest pivot in its 35-year history

fromTechCrunch
1 week ago
Tech industry

Arm is releasing its first in-house chip in its 35-year history | TechCrunch

Arm Holdings is now manufacturing its own chips, starting with the Arm AGI CPU designed for AI data centers.
from24/7 Wall St.
2 months ago
Artificial intelligence

Arm Holdings Stock is Down 43%. It's an Underrated Play on Physical AI

Arm Holdings appears undervalued as semiconductor momentum concentrates in memory and GPUs; robotics and physical AI trends could propel Arm during the next AI inflection.
Business
from24/7 Wall St.
4 days ago

This 1 Tech Stock is Worth Buying Hand-Over-Fist, Even in This Environment

Arm Holdings is positioned to thrive due to a critical mismatch in tech components, particularly in battery efficiency and capacity.
Tech industry
fromFast Company
1 week ago

ARM stock price surges today after chip designer announces biggest pivot in its 35-year history

Arm Holdings is transitioning from a chip design firm to a chipmaker, producing its own chips for AI workloads.
Tech industry
fromTechCrunch
1 week ago

Arm is releasing its first in-house chip in its 35-year history | TechCrunch

Arm Holdings is now manufacturing its own chips, starting with the Arm AGI CPU designed for AI data centers.
more#semiconductors
Business
from24/7 Wall St.
1 week ago

The Nasdaq Could Pop 2% On Today's News

The Nasdaq is recovering, driven by a drop in oil prices and Arm Holdings' entry into the silicon business.
Business
from24/7 Wall St.
1 week ago

The VIX Crashes Out, For Now, on Hope For Peace and Cheaper Oil

The VIX dropped to 25.6 as geopolitical optimism and falling oil prices boosted equity markets.
Silicon Valley
fromWIRED
1 week ago

Arm's CEO Insists the Market Needs His New CPU. It Could Piss Everyone Off

Arm is launching its own silicon, marking a significant shift from its licensing model and a return to its foundational roots.
#nvidia
more#nvidia
#earnings
more#earnings
fromTheregister
7 months ago

Top AWS chip engineer reportedly defects to Arm

Arm has yet to challenge the likes of AMD and Nvidia in the datacenter GPU arena, though it is not unfamiliar with AI infrastructure.
Artificial intelligence
from24/7 Wall St.
8 months ago

Arm's Bold Bid: Can It Steal Half the Data Center Market from Intel and AMD?

Arm Holdings aims to capture 50% of the data center CPU market by 2025, challenging x86 leaders Intel and AMD and targeting a significant revenue increase.
Artificial intelligence
fromTheregister
10 months ago

Arm says it isn't worried by tariffs, but no FY26 guidance

We do not consider it prudent to issue full year guidance," said CFO Jason Child, highlighting the uncertainty surrounding Arm's market outlook due to economic factors.
Tech industry
Artificial intelligence
from24/7 Wall St.
10 months ago

ARM Holdings (Nasdaq: ARM) Earnings Live: Everything You Need to Know Today

Arm is shifting its growth focus from smartphone royalties to AI and embedded systems.
Q3 results showed significant growth, primarily driven by new architectural licensing.
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